Add/Edit in Stratus

Transcription

Add/Edit in Stratus
Add/Edit
in Stratus
© Toronto Real Estate Board
5 February 2015
All rights reserved.
No part of this book may be reproduced or transmitted in any form or by any means, electronic or
mechanical, including photocopying and recording without permission in writing from the Toronto
Real Estate Board.
The Toronto Real Estate Board is solely responsible for the content of this course material.
Table of Contents
About This Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Learning objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
A Few Tips Before Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . 3
Important Note on System Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Can I use the browser BACK button? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Can anyone access the Add/Edit feature of Stratus? . . . . . . . . . . . . . . . . . . . . . . . 5
Can listings from any class be entered?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Can I use my keyboard to move my cursor around the screen? . . . . . . . . . . . . . . 5
What should I do if I can’t complete all data entry screens in one session? . . . . . 6
Does Stratus automatically save my draft? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
How do I get from one section of the Listing Detail Edit Form to the next? . . . . 6
What if I don’t know what information goes in a particular data field? . . . . . . . . 6
How do I know what fields are mandatory? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Will Stratus pre-fill some of the fields?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Is there a way to look up street names? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Is there a way to look up Area, Municipality, and Community?. . . . . . . . . . . . . . 8
Does the system flag any errors? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Can I select more than one item in a data field? . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Is there a specific format for entering dates?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
What is the difference between Edit Listing Details and Status/Price Change? . . 9
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Using the Permissions Manager . . . . . . . . . . . . . . . . . . . . . . . . . 11
Setting Add/Edit privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Enabling Training Mode for Add/Edit . . . . . . . . . . . . . . . . . . . . . . 17
Enabling Training Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Adding a Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Accessing Add Listing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Add/Edit in Stratus
Completing the Location section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Amounts/Dates section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Exterior section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Interior section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Rooms/Details section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Comments section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Other section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Photos Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding an Exterior Image using iLOOKABOUT . . . . . . . . . . . . . . . . .
Uploading Photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changing the order of the photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Attachments section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Completing the Map Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Editing a Draft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deleting a saved draft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Submitting the Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
27
31
34
37
40
42
44
49
49
55
64
64
67
70
71
73
78
Cloning an Existing Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Editing a Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Accessing Edit Listing Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Editing a Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Changing a Listing’s Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Accessing Status/Price Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Performing a Basic Status Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Performing a Residential Sold Conditional Change . . . . . . . . . . . . . . . . 97
Performing a Residential Sold Status Change . . . . . . . . . . . . . . . . . . . . . 99
Performing a Commercial Leased Status Change . . . . . . . . . . . . . . . . . . 99
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Verifying Changes Made to a Listing . . . . . . . . . . . . . . . . . . . . 103
Using History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Add/Edit in New Stratus
Searching for Brokerage Listings . . . . . . . . . . . . . . . . . . . . . . . 109
Initiating the search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Modifying your search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Narrowing the Search Results List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Sorting Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Sorting by a single column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Sorting by multiple columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Printing Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Appendix A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Add/Edit in Stratus
Add/Edit in New Stratus
About This Workbook
Learning objectives
This user guide is designed for TREB Members and office
administrators who want to learn how to use the Add/Edit component
in Stratus. After completing the material in this user guide, you will be
able to:
• Use the Manager Menu in TorontoMLS
• Add a new listing from scratch
• Add, enhance and delete photos
• Upload and manage document attachments
• Correct the location of a listing’s marker on a map
• Add a listing by cloning an existing listing
• Edit a listing
• Change a listing’s status
• Verify changes to a listing
• Search for office listings.
The user guide uses the following conventions:
• The names of objects that require user action, such as menu items,
buttons, or function keys on the keyboard are in bold. Example:
Click Print View.
• Labels such as names for dialogue boxes, toolbars or fields are
capitalized. Example: The Print dialogue box appears.
• If you must press two or more keys simultaneously, they are
separated by a + symbol. Example: To close open programs, press
the Ctrl + Alt + Del keys on your keyboard.
Notes
Add/Edit in Stratus
1
Throughout the user guide, you will see three types of icons in the left
margin:
TIP: The light bulb signals a tip that will help make your task of using Stratus
easier.
NOTE: The note signals information that you should be aware of.
MLS® RULES & POLICIES: This logo reminds you of an MLS® rule or
policy that may be applicable to the procedure. For a complete set of MLS®
Rules and Policies, please refer to the Stratus Home Page - MLS Information
Tab. Then, click MLS® Rules and Policies on the Left Side Navigation
Toolbar. As with all MLS® Rules and Policies, failure to comply may
result in a complaint to Professional Standards.
Although TREB endeavours to ensure the accuracy and timeliness of
information, it is not guaranteed. TREB accepts no responsibility for
any loss arising from any use or reliance on the information contained
herein.
Prerequisites
The procedures in this user guide reflect the appearance and
functionality of Add/Edit in Stratus, at the date of publication. You
will require an Internet connection and the browsers Internet Explorer,
Safari, Firefox, Chrome and Opera. The minimum system
requirements for the new interface are:
•
•
•
•
Internet Explorer 9
Safari 4
Firefox 6
Chrome - any version.
Notes
2
Add/Edit in Stratus
Chapter 1
A Few Tips Before
Getting Started
Chapter 1: A Few Tips Before Getting Started
Important Note on System Usage
Add/Edit in Stratus is for use on PC or Mac computers. It is
not designed for use on tablets or smartphones of any kind.
Can I use the browser BACK button?
No. Use the buttons, tabs and Breadcrumb Path within Stratus. Using
the browser BACK button can cause errors during your session.
Can anyone access the Add/Edit feature of Stratus?
No. To add and maintain listings using Add/Edit, you must be assigned
Add/Edit privileges for your company or firm. See your Broker of
Record/Manager for more information.
Can listings from any class be entered?
Yes. You may enter listings that are Residential Freehold, Residential
Condo & Other, and Commercial. The data entry screens that appear
vary by class and whether the property is being offered for sale or for
lease.
Can I use my keyboard to move my cursor around the screen?
Yes. You can use your Tab key to move to the next sequential field.
Notes
Add/Edit in Stratus
5
Chapter 1: A Few Tips Before Getting Started
What should I do if I can’t complete all data entry screens in one
session?
You may save your draft at any time. The draft is a temporary
document, available only to the user who creates it.
Drafts remain active for 30 calendar days and are purged after that
time. If you edit the draft, you will only be able to save it for thirty
days from the initial date. Even if you create the listing draft for
another Salesperson’s listings, only you can update it. Once you
complete the draft and save it as a listing, any user in the office with
Add/Edit privileges can edit it.
Does Stratus automatically save my draft?
When you start a new listing, Stratus assigns a draft number and
displays it at the bottom of each section of the Listing Detail Edit
Form. As you work, Stratus auto-saves the draft once every minute.
You must save the draft at the end of your work session to ensure that
data entered after the last auto-save is included.
How do I get from one section of the Listing Detail Edit Form to the
next?
Click the tab of the desired section on the Top Tab Menu or press the
tab key on the keyboard to move to the next field at the top of the next
section or scroll down the page using the mouse wheel or down arrow.
What if I don’t know what information goes in a particular data field?
Click on a field label (e.g., Holdover Days) for a popup explanation of
the field and to display information about what kind of response you
should enter (e.g., a number or text; Y for yes, N for no). Click OK to
close popup help.
Notes
6
Add/Edit in Stratus
Chapter 1: A Few Tips Before Getting Started
How do I know what fields are mandatory?
Stratus indicates required fields with a blue asterisk (*). If you submit a
listing before completing all required fields, Stratus displays a message
for the first empty field, flagging the field in red. Enter the data, then
resubmit the listing until Stratus accepts it.
Required fields may be dynamic, based on your entry at other fields.
For example, if you select “Sale” (instead of “Lease”), then Taxes are
required. (Occasionally, when saving, Stratus prompts for fields that
were not marked Required in previous sections. This occurs if a value
entered at a later page triggers a required response at an earlier section.)
Required fields vary by class. For Commercial listings, the Type field
at the Details tab (specifying Farm, Industrial, Office, etc.) determines
most of the listing’s required fields.
Will Stratus pre-fill some of the fields?
Yes. For example, once you enter Area, Municipality, Community,
Street #, Street Name and Street Abbreviation, Stratus attempts to
locate the property in the Street Dictionary. If a match is found, the
system pre-fills fields like Postal Code, Map #, Map Column and Map
Row.
Is there a way to look up street names?
Yes. On the Location section in the Street Name field, you may type
the beginning characters of the street name and then pause. Stratus fills
the drop-down list with options that match the starting character(s) you
typed.
Notes
Add/Edit in Stratus
7
Chapter 1: A Few Tips Before Getting Started
Is there a way to look up Area, Municipality, and Community?
Yes. Click Re-Districting Map in the Links menu on the screen’s Left
Side Panel. Type the address of the property in the search field, then
click Search. The property appears in the map. Ensure that all of the
map layers are check marked. Zoom out until you can see the Area,
Municipality, and/or Community names.
Does the system flag any errors?
When possible, Stratus prevents incorrect data entry. For example, at
price fields, you cannot enter a non-numeric character. Stratus rejects
dollar signs and commas, automatically deleting the character as you
type it.
At other fields, Stratus flags errors when you tab or click away from a
field (for example, you enter an Expiry Date earlier than the Contract
Date). Stratus indicates incorrect entries with a red label, requiring that
you change the response before proceeding.
Can I select more than one item in a data field?
Some fields, like the Property Features and Other Structures on the
Exterior tab, allow selection of more than one feature. Select as many
features as allowed (usually two). If you select too many, the system
alerts you when you tab away from the field. To select more than one
item, click the check box beside each feature.
Is there a specific format for entering dates?
Yes. You can enter dates in the following formats:
Notes
8
Add/Edit in Stratus
Chapter 1: A Few Tips Before Getting Started
Date Format
Meaning
09/30/2013 or
9/30/13
September 30, 2013
9/30
Assumes current year
T or t
Today’s date displays when you Tab to
next field
T+1
Tomorrow’s date displays when you Tab
to next field
T-1
Yesterday’s date displays when you Tab to
next field
What is the difference between Edit Listing Details and Status/Price
Change?
Under the Edit Listing tab use Edit Listing Details to:
• make a Price Change or Extension;
• modify Remarks, or add an Open House; or
• change the listing's property characteristics (e.g., Basement features,
Room descriptions).
Use Status/Price Change to change status to:
•
•
•
•
Sold Conditional, Leased Conditional
Sold, Leased
Terminated
Suspended.
Notes
Add/Edit in Stratus
9
Chapter 1: A Few Tips Before Getting Started
Summary
Now that you have read some general tips about Stratus Add/Edit, you
are ready to learn how to use the Manager option which is covered in
the next chapter.
Notes
10
Add/Edit in Stratus
Chapter 2
Using the Permissions
Manager
Chapter 2: Using the Permissions Manager
Setting Add/Edit privileges
In order to access the Permissions Manager, you will need to log on to
Stratus.
To set Add/Edit privileges:
1. From the Info Centre, on the Left Side Panel, scroll down to the
bottom of the Links menu.
2. Click Permissions Manager.
Permissions Manager
3. In the Firm Code field, type the code for your firm, then click Find.
Notes
Add/Edit in Stratus
13
Chapter 2: Using the Permissions Manager
Firm Code
Find
Salesperson
Add/Edit
4. In the list of names that appears, click the name of the person for
whom you want to set Add/Edit privileges. The name appears in the
Salesperson field to the right.
TIP: The codes in the Add/Edit column are defined as follows:
• None: No access to Add/Edit
• Extras-Only Self: Multiple Photos, Virtual Tours, Edit Listing’s
Map Location & Document Attachments for oneself
• Extras-Only Office: Multiple Photos, Virtual Tours, Edit Listing’s
Map Location & Document Attachments within the office
• Extras-Only Firm: Multiple Photos, Virtual Tours, Edit Listing’s
Map Location & Document Attachments within the firm
• Full-Restrict Self: Full access for oneself except for Status
changes, Price changes & Extensions
• Full-Restrict Office: Full access for Office except for Status
changes, Price changes & Extensions
• Full-Restrict Firm: Full access for Firm except for Status changes,
Price changes & Extensions
• Full Self: Full Add/Edit privileges for oneself
• Full Office: Full Add/Edit privileges within the office
• Full Firm: Full Add/Edit privileges within the firm
Notes
14
Add/Edit in Stratus
Chapter 2: Using the Permissions Manager
• Click the down arrow beside Add/Edit and select one of the
following: None, Extras-Only Self, Extras-Only Office, ExtrasOnly Firm, Full-Restrict Self, Full-Restrict Office, Full-Restrict
Firm, Full Self, Full Office, Full Firm.
5. Click Submit.
6. To change the settings for another Salesperson, repeat steps 4-5.
You have successfully set Add/Edit privileges.
Summary
After completing the material in this chapter, you should be able to:
• set Add/Edit privileges
Now that you know how to use the Permissions Manager, you are
ready to learn how to access the training mode, which is covered in the
next chapter.
Notes
Add/Edit in Stratus
15
Chapter 2: Using the Permissions Manager
Notes
16
Add/Edit in Stratus
Chapter 3
Enabling Training
Mode for Add/Edit
Enabling Training Mode
The training mode allows you to practice adding and editing listings
without affecting the actual database.
NOTE: The training mode for Add/Edit applies to the current session only. To
use training mode in subsequent sessions, you must enable it each time you
log in.
To enable training mode for Add/Edit:
1. From the Info Centre, on the Left Side Panel, scroll down to the
bottom of the Links menu.
Left Side Panel
Links Menu
Commands
Training Mode (Add/
Edit)
Chapter 3: Enabling Training Mode for Add/Edit
TIP: If the Left Side Panel is not visible, it is collapsed. The Links drop-down
menu will be visible in the top menu bar to the right of the screen.
Training Mode
(Add/Edit)
2. To access Training Mode, click on the option Training Mode (Add/
Edit).
3. The Info Centre appears again, with the Training Mode banner in the
bottom right corner of every screen.
Notes
Add/Edit in Stratus
19
Chapter 3: Enabling Training Mode for Add/Edit
Training Mode
banner
4. To access Add/Edit in Training Mode, click Add/Edit on the Left
Side Panel.
Add/Edit
You have successfully enabled the Add/Edit training mode.
Notes
20
Add/Edit in Stratus
Chapter 3: Enabling Training Mode for Add/Edit
Summary
After completing the material in this chapter, you should be able to
enable the Add/Edit training mode in Stratus. Now that you know how
to enable the training mode, you may go to the next chapter to learn
how to add a listing.
Notes
Add/Edit in Stratus
21
Chapter 3: Enabling Training Mode for Add/Edit
Notes
22
Add/Edit in Stratus
Chapter 4
Adding a Listing
Chapter 4: Adding a Listing
Accessing Add Listing
The Add Listing feature of Stratus allows you to add listings of any
class (i.e., Residential Freehold, Residential Condo & Other or
Commercial) to the MLS® database. The Listing Detail Edit form
allows you to input property information quickly and easily. You can
complete all fields and make the listing available immediately to
MLS® users or save a partially completed listing in Draft form to
complete later. Add/Edit automatically saves the partially entered
listing as a Draft. Should there be any disruption to the entry process,
you may access the listing from the Drafts tab in Add/Edit.
Add/Edit in Stratus works well on Internet Explorer, Safari, Firefox,
and Chrome. The minimum browser requirements for optimum
performance in the new interface are:
•
•
•
•
Internet Explorer 9
Safari 4
Firefox 6
Chrome - any recent version
It is important to note that Add/Edit in Stratus is for use on
PC or Mac computers. It is not designed for use on tablets or
smartphones of any kind.
TIP: When a listing is first added to the database, the Last Status or LSC is
set to New. It remains New until its status is changed, such as Price Change,
Extension, Sold, etc.
MLS® RULES & POLICIES: R-365 states that “In all instances when an
MLS Listing Agreement commences, the Listing Brokerage shall process the
MLS Listing through the MLS System within two (2) TREB business days
following the commencement date of the MLS Listing Agreement.”
Notes
Add/Edit in Stratus
25
Chapter 4: Adding a Listing
To add a listing:
1. At the Left Side Panel, select the Add/Edit option.
Add/Edit
2. In the Add/Edit Listing Maintenance section, click the Add Listing
tab. The Add Listing menu appears.
NOTE: It may take a few moments to load the Add Listing screen.
3. On the Add Listing screen in the Select Property Class section,
select a property class, then select whether the property will be For
Sale or For Lease. In our example, we chose Residential Freehold
and For Sale.
Notes
26
Add/Edit in Stratus
Chapter 4: Adding a Listing
4. Click Continue. The Location Section, for the type of selected
property, appears.
NOTE: Fields marked by a blue asterisk are mandatory.
NOTE: The following sections focus primarily on how to complete mandatory
fields for a Residential Freehold property. The requirements for your particular
property may vary slightly.
Completing the Location section
TIP: To ensure that you have the correct Area, Municipality and Community,
go to Links, click the Re-Districting Map and type in the correct address,
Municipality and Province into the Find field. Place check marks beside
Municipality and Community and then zoom out to a suitable zoom level.
To complete the Location section:
1. On the Location screen, click the down arrow beside the Area field
and select the appropriate area or region. Navigate to the
municipality field by pressing Tab or clicking into the list to select
the Municipality.
TIP: Click on any field label (e.g., Holdover Days or A/C) for a pop-up
explanation of the field and to display information about what kind of response
you should enter (e.g., a number or text; Y for yes, N for no). Click OK to
close pop-up help.
2. Click the drop-down beside Municipality, select the appropriate
municipality, then press Tab. (The list of choices is dependent upon
the selection made in Area.) In our example we chose Markham.
NOTE: An odd exception to Municipality is Toronto. The location of a
property is a combination of three factors: Area, Municipality, and Community.
Toronto is both an area and a municipality. Since Add/Edit requires all three
Notes
Add/Edit in Stratus
27
Chapter 4: Adding a Listing
location factors, something had to be substituted for Municipality and this is
the list of old MLS® districts in Toronto.
3. Click the drop-down beside Community, select the appropriate
community name, then press Tab. In our example, we chose
Markham Village.
4. Click in the Street # field and type the street number of the listing.
Our example property is 42 Eastwood Crescent, so we entered the
number 42.
TIP: Lots are entered as L#. For example, L17.
5. Click in the Street Name field and type the first few characters of
the street name. As you type, a list of possible matching street
names automatically appears; click the desired street name.
TIP: Concessions are entered in the format C# Township (e.g., C1
Georgina). Enter c1, or c2, etc., into the Street Name field, then click on the
desired concession.
Street #
Street Name
Drop-down List
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TIP: If the street name is not in the list and you know the correct spelling of
the street name, click and type the name in the Street Name field to override
the street dictionary.
6. Click the down arrow in the Street Abbreviation field and select the
street abbreviation. In our example, we chose Cres for Crescent.
TIP: If there is no street abbreviation, use N/A. This is useful when entering
properties on Queens Quay in Toronto, for example.
NOTE: Once you enter Area, Municipality, Community, Street #, Street
Name, and Street Abbreviation, Stratus attempts to locate the property in the
Street Dictionary. If a match is found, the system pre-fills fields such as Postal
Code, Map #, Map Column, and Map Row. If you do not enter the proper
street abbreviation or have overridden the suggested street name, the system
will NOT populate the MapArt coordinates. You may fill in these fields
manually.
NOTE: When you submit the listing later on, the system will look for the
street address that you entered in the Street Dictionary. If it is not found in the
Street Dictionary, the following message is prompted: “The street address you
entered does not exist in the database. Would you like to use this address
anyway?” Click Cancel to edit the street address. Click OK to use the
address anyway.
7. Click in the Postal Code field and type the postal code, if necessary.
A postal code must be 6 characters without spaces or dashes.
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Chapter 4: Adding a Listing
TIP: If you don’t know the postal code, you can enter a zero (0) and edit the
field later.
8. Click the down arrow in the Fronting On (NSEW) field and choose
the appropriate direction, for the side of the street where the front
door is located.
9. Click into the Legal Description field and complete the field.
NOTE: If you wish to verify the Legal Description of this property, you may
use the Public Records link on the left-hand navigation panel and search for
this address. Alternatively, you may search for an old listing record for this
property in Stratus and click Propertylink PDR on the top of the Broker Full
report.
10.If the Lot Front and Lot Depth fields are completed, enter the
correct Lot Size Code.
NOTE: The Zoning field for Commercial listings is mandatory. To access
zoning information for most municipalities from the TMLS home page, click
Commercial Division. On the left sidebar, click Zoning.
11.Click in the Direction/Cross Streets field and type the names of the
major cross streets that are close to the property.
TIP: If the MapArt page number, column number and row letter do not
automatically appear, type them in correctly from the MapArt book. This will
ensure that your listings will be found when those fields are used in searches.
The system will map listings based on longitude and latitude, known as
geocoding.
12.Complete any other fields as desired.
Lot Size Code
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13.If you would like to continue working on this listing later, at any
time, click Save Draft. In the prompt that appears, click OK.
Save Draft
NOTE: Stratus saves your draft for 30 days from the initial saving date.
14.To proceed to the next section, scroll down or press Tab in the last
field of the current section, or on the Top Tab Menu, click the
desired section name.
Completing the Amounts/Dates section
To complete the Amounts/Dates section:
1. Click in the List Price field and enter the asking price without dollar
signs or decimals. In our example, we entered 409900 for $409,900.
2. If the property is for sale, click in the Taxes field and enter the most
current annual tax amount. In our example we entered 4020.44 for
$4,020.44.
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Chapter 4: Adding a Listing
3. If the property is for sale: click in the Tax Year field and type the
year that the tax amount pertains to.
MLS® RULES & POLICIES: R-390 states that “Where realty taxes are
required to appear on TREB’s MLS® System, the amount to be shown shall
be the current year’s annual taxes or if not available the prior year’s annual
taxes”. Therefore, the only time that tax amounts can be $0 is when the
property is brand new and taxes have yet to be assessed on the property.
Expiry
Date
4. Click in the Contract Date field and type the commencement date
from the first page of the listing contract.
TIP: The Contract Date (contract commencement) cannot be greater than
today’s date. If, for example, you type T+1 into the Contract Date field (for
tomorrow’s date), the field name will turn red to indicate an entry error.
MLS® RULES & POLICIES: R-365 states that “In all instances when an
MLS Listing Agreement commences, the Listing Brokerage shall process the
MLS Listing through the MLS System within two (2) TREB business days
following the commencement date of the MLS Listing Agreement.”
MLS® RULES & POLICIES: R-330 states that “The term of an MLS®
Listing shall not be reduced to fewer than sixty (60) days, calculated from the
commencement date.”
MLS® RULES & POLICIES: R-325 states that “An MLS® Listing
Agreement shall run for a period of not less than sixty (60) days from the
commencement date.”
5. Click in the Expiry Date field and type the expiry date.
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6. Click in the Possession Date field and enter the date when a Buyer
may take possession of the property.
7. Click in the Holdover Days field and type the number of days for the
holdover.
8. Click in the Seller/Landlord Name field and type the name of the
seller(s)/landlord(s).
Seller/Landlord
Name
Mortgage
Comments
TIP: Use the Mortgage Comments field to add any comments, such as Treat
as Clear.
9. If you would like to continue working on this listing later, at any
time, click Save Draft. In the prompt that appears, click OK.
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Chapter 4: Adding a Listing
Save Draft
NOTE: Stratus saves your draft for 30 days from the date first saved.
10.To proceed to the next section, press Tab in the last field of the
current section, or on the Top Tab Menu, click the desired section
name.
Completing the Exterior section
To complete the Exterior section:
1. Click the down arrow to the right of the Type field and select the
property type from the list. In our example, we chose Detached.
NOTE: The Type you choose determines what other fields are required. The
following steps discuss the mandatory fields for a Detached property.
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Exterior
Drive
Parking Spaces
TIP: Instead of clicking a field’s down arrow, you can type the first letter of
the desired item to get to that section of the alphabetical list.
2. Click the down arrow to the right of the Style field and choose the
Style. In our example, we chose 2-Storey.
3. Scroll down the Exterior list and choose one or two types of exterior
by clicking on each item to place a check mark in the check box.
You can also press the Tab key to move the highlighting from option
to option down the list. When the desired choice is highlighted press
the Space Bar to select it. To select another item, continue to press
the Tab key, then press the Space Bar to place a check mark in the
check box of the next desired item. This second method will speed
up the data entry process. In our example, we chose Alum Siding and
Brick.
4. Click the down arrow beside Garage Type and select the type of
garage. In our example, we chose Attached.
5. Click in the Garages Spaces field and enter the number of garage
spaces. In our example, we typed 2.
NOTE: For both Freehold and Condo listings the Garage Spaces field refers
to the number of parking spaces available in the Garage Type field.
6. Click the down arrow beside Drive and select the type of Drive. In
our example, we selected Pvt Double.
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7. Click in the Parking Spaces field and enter the number of parking
spaces. In our example, we entered 4.
MLS® RULES & POLICIES: For Freehold listings (Form 290&296), the
“Garage spaces” field refers to the # of parking spaces available in the
“Garage tyle” field. The “Parking spaces” field referes to the number of
parking spaces available in the “Drive field”.
MLS® RULES & POLICIES: For Condo/Co-op/Co-ownership/Time-Share
listings (Form 291&292), the “Garage spaces” field refers to the # of parking
spaces available in the “Garage type” field. “Parking/Drive spaces” field
refers to the # of parking spaces available in the “Parking/Drive field”.
For both types there is no field that refers to the total number of
parking spaces in both the garage and parking/drive spaces.
Sewers
Other Structures
8. Click the down arrow beside the Pool field and select the
appropriate item. In our example, we selected None.
9. Click the down arrow beside the Water field and select the type of
water source. In our example, we selected Municipal.
10.Click the down arrow beside the Sewers field and select the type of
sewer. In our example, we selected Sewers.
11.Click the down arrow beside Special Designation and select the
appropriate item. In our example, we selected Unknown.
12.Complete any of the remaining optional fields as desired.
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13.If you would like to continue working on this listing later, at any
time, click Save Draft. In the prompt that appears, click OK.
Save Draft
NOTE: Stratus saves your draft for 30 days.
14.To proceed to the next section, press the tab key in the last field of
the current section, or on the Top Tab Menu, click the desired
section name.
Completing the Interior section
NOTE: The Type you chose (on the Exterior worksheet) affects what other
fields are required. The following steps discuss the mandatory fields for a
Detached property.
To complete the Interior section:
1. Click in the Rooms field and type the number of rooms (above
grade).
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Chapter 4: Adding a Listing
2. If desired, click in the Rooms + field, type the number of rooms
below grade.
3. Click in the Bedrooms field and type the number of rooms (above
grade).
4. If desired, click in the Bedrooms + field, type the number of rooms
below grade.
5. Click in the Kitchens field and type the number of kitchens.
TIP: If the property has kitchens below grade, use the Kitchens+ field.
6. Click in the Washrooms field and type the number of washrooms
(of one kind, e.g., 4-piece).
7. Click in the corresponding # Pieces field and type how many pieces
the washroom(s) has/have. If the washrooms are 4-piece
washrooms, then type 4.
8. Click in the corresponding Level field and select the level on which
the washroom is located. If a washrooms is on the second floor,
select, 2nd.
9. Complete the other Washroom fields, if desired.
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10.Click the down arrow beside the Family Room field and choose
either Y (yes) are N (no). The property in our example has no family
room, so we chose N.
11.Using the down arrow, scroll down the list in the Basement field to
select the type of basement. In our example, we selected both
Finished and Separate Entrance.
12.Click the down arrow beside the Fireplace/Stove field to select Y
(yes) or N (no). In our example, the property has a fireplace, so we
chose Y.
13.Click the down arrow beside the Heat Source field and choose the
type of heat source. In our example, we chose Gas.
14.Click the down arrow beside the Heat Type field and choose the
type of heat. In our example, we chose Forced Air.
15.Click the down arrow beside the A/C field to select the correct
option. In our example, the property has central air, so we chose
Central Air.
16.Complete any remaining optional fields as desired.
17.If you would like to continue working on this listing later, at any
time, click Save Draft. In the prompt that appears, click OK.
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Chapter 4: Adding a Listing
18.To proceed to the next section, press Tab in the last field of the
current section, or, on the Top Tab Menu, click the desired section
tab.
Completing the Rooms/Details section
To complete the Rooms/Details section:
1. In the Room 1 row, click the down arrow in the Level column and
select the level that the room is on. In our first example, we chose
Ground.
TIP: Instead of clicking a field’s down arrow, you can type the first letter of
the desired item to get to that section of the alphabetical list. For example,
once we were in the Level field, we typed “g” to take us to the items that
begin with the letter “g”. If there is more than one item beginning with the
same letter and you need to go further down the list, simply press the letter
again until you get to the desired item. In some cases it may be quicker to
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type all the first letters of the item to access it. Finally, you may use the up or
down arrow cursor keys to move through the list.
2. In the same row, click the down arrow in the Room column and
select the type of room. In our first example, we chose Living.
3. In the same row, click in the Length field and type the length of the
room in metres.
4. In the same row, click in the Width field and type the width of the
room in metres.
5. In the same row, click the down arrow in the Description 1 field and
select a description.
6. Repeat the preceding step for the fields Description 2 and
Description 3.
7. For any other rooms, repeat the above steps.
8. If you would like to continue working on this listing later, at any
time, click Save Draft. In the prompt that appears, click OK.
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Chapter 4: Adding a Listing
9. To proceed to the next section, press Tab in the last field of the
current section, or, on the Top Tab Menu, click the desired section
tab.
Completing the Comments section
To complete the Comments section:
1. If desired, go to the Remarks for Clients field and enter information
that you would like a client to see.
NOTE: The Remarks for Clients field allows up to a maximum of 463
characters. These comments appear in Broker Full, Client Full and Flyer
report formats. The comments are also seen by the public when they view the
listing on REALTOR.ca and other websites.
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2. If desired, go to the Extras field and enter any items that are
included with the property.
NOTE: The Extras field allows up to a maximum of 240 characters. Extras
appear in the Broker Full and Client Full Reports.They are also viewed by the
public on REALTOR.ca and other websites.
3. If desired, go to the Remarks for Brokerages field and enter any
information for Brokers.
NOTE: The Remarks for Brokerages field allows up to a maximum of 280
characters. Remarks for Brokers appear in the Broker Full report. Remarks
for Brokerages are NOT seen in Client reports and are NOT published on
REALTOR.ca or other websites.
4. If you would like to continue working on this listing later, click Save
Draft at any time. In the prompt that appears, click OK.
5. To proceed to the next section, press Tab in the last field of the
current section, or, on the Top Tab Menu, click the desired section
tab.
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Chapter 4: Adding a Listing
Completing the Other section
To complete the Other section:
1. If the Brokerage name is not pre-filled, click in the first Listing
Brokerage field and begin entering the name of the Listing
Brokerage and then press the Tab key on your keyboard. A list of
Brokerages that begin with the text you entered populates, in the
second Listing Brokerage field.
2. In the second Listing Brokerage field, click the down arrow and
select the Listing Brokerage from the list.
3. Click in the List Brokerage Phone# field and enter the phone
number.
NOTE: Enter all phone numbers using dashes to separate the sections. For
example, type 416-222-2222.
4. Click in the List Brokerage Fax# field and enter the fax number.
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5. Click the down arrow beside the Salesperson 1 field and select the
Salesperson from the list. This step will not be necessary if you are
logged in as the Salesperson.
6. Click in the Commission Co-op Brokerage field and enter the
commission percentage that the Co-operating Brokerage will
receive.
MLS® RULES & POLICIES: R-715 states that “HST shall be in addition to
the amount of commission payable unless otherwise noted in the
“Commission to Co-operating Brokerage” field.”
Furthermore, R-720 states that “If HST applies to a sale then commission to
the Co-operating Brokerage shall be based on the sale price less HST, unless
otherwise stated on TREB’s MLS® System.”
MLS® RULES & POLICIES: R-725 states that “For a commercial lease or
sub-lease transaction, the commission offered to the Co-operating Brokerage
shall indicate whether commission is calculated on gross, semi-gross or net
basis, and whether based on usable or rentable area.”
7. Select whether a Seller Property Information Statement is on file.
8. Click the down arrow beside the Permission To Advertise field and
select either Y for yes or N for no.
9. Click the down arrow beside Distribute to Internet Portals and select
either Y for yes or N for no.
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Chapter 4: Adding a Listing
NOTE: The following chart illustrates how the fields Permission to Advertise
and Distribute to Internet Portals work in combination.
10.Click the down arrow beside the Display Address On Internet field
and select either Y for yes or N for no.
TIP: This field determines whether the property address will appear on
REALTOR.ca. or ICX.ca (addresses do not appear on trebcommercial.com).
URL fields
NOTE: If you wish to host a Salesperson open house, enter the date of the
event in the Open House Date field. When a date is entered into the field, the
From Time and To Time fields become mandatory. To advertise a public
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open house on REALTOR.ca or www.TorontoReal EstateBoard.com, you
must add the open house date into Manage My Profile.
NOTE: Brokerages should confirm appointments for showings or inspections
through the Co-operating Brokerage office as opposed to the Co-operating
Salesperson’s cell phone. Confirming appointments directly to the
Salesperson’s cell phone does not create a paper trail or a record of the
appointment.
11.Click the down arrow beside the Occupancy field and select the type
of occupancy.
12.Click the down arrow beside Contact After Expired and select Y for
yes or N for no.
13.Enter the URLs for your Virtual Tours, etc., if available. These
fields may need to be completed at a later time. The URLs are for
files stored on various Internet servers (e.g., virtual tours, additional
photos, alternate feature sheets, etc.). All six of these fields are sent
to REALTOR.ca and ICX.ca for display to the public. The Virtual
Tour URL is the only one which appears in Stratus.
a. The Virtual Tour URL is the website address of the virtual
tour for the property. It is usually sent to you by the virtual
tour provider/host. Using this field will place a virtual tour
button on the listing in Stratus as well as a link within
REALTOR.ca and ICX.ca.
\
MLS® RULES & POLICIES: R-106 states that “Information published on
TREB’s MLS® System and Virtual Tour shall contain information pertaining to
the property to which the MLS® Listing Agreement pertains and shall not
include: (a) any internet links, e-mail links or references to any internet links;
or (b) any information that promotes goods or services. Furthermore, a Virtual
Tour on TREB’s MLS® System shall not include any information regarding
any identification of the Listing Brokerage, the Listing Broker/Salesperson or
the Virtual Tour Company.”
b. Sales Brochure URL is the website address of a feature sheet
for the property that you wish to display in REALTOR.ca or
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Chapter 4: Adding a Listing
ICX.ca. The brochure must be stored on an Internet server
and its URL is typed into this field. This link does not appear
on Stratus listings. Remember to adhere to REBBA 2002
advertising guidelines when creating the brochure.
c. Additional Pictures URL is a link to additional photos of the
property that you wish to display in REALTOR.ca or ICX.ca.
The photos must be stored on an Internet server, and their
URL is what should be typed into this field. This link does
not appear on Stratus listings. Remember to adhere to the
rules and policies governing photos.
MLS® RULES & POLICIES: R-385 states that “Photographs or other
graphic images of a property, with wording or other embellishments not
related to the property, shall not be accepted for an MLS® Listing to be
serviced through TREB’s MLS® System.”
d. Alt Feat Sheet URL is essentially the URL of a website that
you’ve set up for the property, rather than a feature sheet.
Like the other five links, it would be stored on an Internet
server and its address is typed into this field. Unlike the other
five fields it doesn’t open within REALTOR.ca or ICX.ca; it
opens a separate site. Also, unlike the other five fields, it can
be branded. This link does not appear on Stratus listings.
e. Map Location is the map URL for the address. You can map
the property in Google Maps, save the link, and paste it into
the field; or in Bing maps, you can click Share, copy the
URL, and paste into this field. This link does not appear on
Stratus listings.
f. Sound Bite URL is for a link to a verbal description of the
property. It would have to be stored on a Web server and
would be a link that would play within REALTOR.ca and
ICX.ca. This link does not appear on Stratus listings.
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TIP: If you would like to continue working on this listing later, at any time, click
Save Draft, then OK. Stratus saves your draft for 30 days.
Completing the Photos Section
Stratus allows you to upload up to 20 photos including the primary
exterior photo, enhance them, and reorder them. It is recommended that
you upload images that are 100KB each or less. For best results, take
all the photos using landscape orientation. After adding photos, editing
or rearranging them, it is a good idea to click Save Draft.
MLS® RULES & POLICIES: R-385 states that “Photographs or other
graphic images of a property, with wording or other embellishments not
related to the property, shall not be accepted for an MLS® Listing to be
serviced through TREB’s MLS® System.”
Adding an Exterior Image using iLOOKABOUT
With the introduction of iLOOKABOUT in New Stratus, you may
select a streetview photo taken by iLOOKABOUT’s fleet of roaming
vehicles. Each property in the library can be manipulated and edited
before adding it to your listing in Stratus. However, if you do not wish
to use the iLOOKABOUT photo library or a photo has not been taken,
you may simply upload your own image from your computer’s hard
drive.
To locate an exterior image from iLOOKABOUT:
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1. On the Photos section of the listing detail edit form, click Photo
Library in the Action toolbar.
Photo Library
Photos
2. The iLOOKABOUT application window opens. The
iLOOKABOUT window contains two sections: the Tool panel on
the left and the Viewports to the right. You will also see anywhere
from two to six Viewports.
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Tool Panel
Search
Single
Property
Search
Viewports
(you will see
between 2-6)
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Chapter 4: Adding a Listing
3. In the Search Single Property panel, click the Address tab.
Address tab
Province
Address
Search
4. Select the correct province from the Province drop-down.
5. Type the address of the property slowly. As you are typing, a list of
possible matches appears. Select the correct address from the list.
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6. Click the Search button to the right of the address you typed. The
Viewports update to display the StreetScape and Map views of the
subject property.
StreetScape
Viewport
Map Viewport
Close Map
Viewport
7. If desired, click X at the top right corner of the Map Viewport.
TIP: To change a Viewport to StreetScape, click the StreetScape Viewport
icon on the top left corner of the existing Viewport.
StreetScape Viewport
icon
8. If desired, adjust the photo’s angle by clicking and dragging the
photo to the left or right.
9. If desired, adjust the photo’s clarity by modifying the zoom level.
To do so, click the zoom+ or zoom- buttons on either end of the
zoom scale.
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Chapter 4: Adding a Listing
Zoom scale
Arrows to adjust
angle
10. Click the Save to Stratus button on the top right corner of the
Viewport.
Save to Stratus
11. Click Yes to confirm that you want to use the photo for your listing
in Stratus.
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12.The photo is uploaded to your listing and you are returned to Add/
Edit.
NOTE: If you are unable to locate an exterior image for your listing from the
iLOOKABOUT library, you may either upload your own photo or use an older
photo from TREB’s archived photo library. To use an old photo, click the
Single Best Photo View icon located on the top right corner of the Viewport.
Several images of the property appear. Select the photo you wish to use, then
click the Save to Stratus icon on the top right corner of the Viewport.
Uploading Photos
You may upload up to 20 photos per listing in Stratus. However, here
are some tips for you to observe before doing so.
TIP ABOUT ASPECT RATIO: Pictures must maintain a 4:3 (landscape)
aspect ratio; otherwise, they appear stretched. A common mistake is to hold
the camera sideways and take a portrait shot. Ideally, when you divide the
picture’s width by its height, you should get 1.33. Common examples include
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Chapter 4: Adding a Listing
640 x 480, 800 x 600, 1024 x 768 (pixels). Cameras are often set to this
default ratio, but it’s best to check the settings.
TIP ABOUT IDEAL IMAGE SIZE: Do you have to use photos that are 640
x 480 pixels? No. You can upload bigger photos but avoid smaller than 640 x
480. Stratus photos are displayed in various sizes with 640 x 480 being the
biggest (obtained when you click to enlarge a photo from the photo gallery).
TIP ABOUT FILE SIZE: The limitation of 100KB for each photo is set to
allow good performance on the Internet (nightly file transference to
REALTOR.ca, etc.). All photos are therefore automatically compressed using
a moderate level of JPEG compression.
TIP ABOUT BATCH PHOTO RESIZING SOFTWARE: In the event that
you have a lot of pictures that you want to resize, there’s no need to do them
one at a time. There are free conversion programs available online. PC World
Magazine rates FastStone as a good choice that is fast and easy to use.
MLS® RULES & POLICIES: R-431 states that “Members shall not use
any marketing materials prepared by or created for another Member,
including but not limited to, photographs, floor plans, virtual tours, personal
marketing materials or feature sheets without the written consent of that
Member who created or purchased the material.”
To add photos:
1. In the Photos section, click Upload on the Action Toolbar at the top
of the page.
Upload
Photos
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2. In the Upload Photos dialogue box, click Browse.
Browse
3. In the Select Files to upload dialogue box, select the primary
exterior photo first and click Open. Then click Browse again to
select the remaining eight photos. Hold down the Control key on
your keyboard as you select the eight additional photos.
NOTE: In Stratus, photos appear in the order that they are added or
reordered.
4. Click Open to send the files to the Upload Photos dialogue box.
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Chapter 4: Adding a Listing
Click to add description
Upload
Cancel
5. Type the name of the room and its outstanding features in the
Description field. You may use up to 80 characters for this
description.
6. Click Upload to view the photo gallery.
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Correcting photos with an asterisk
When a listing is submitted, the system will automatically scale and
crop the photos to system-standard dimensions. When more than 5% of
the photo will be cropped, an asterisk appears on the photo, allowing
you to manually crop these photos.
Asterisk
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Chapter 4: Adding a Listing
To manually crop a photo:
1. Click in the check box to select the photo.
2. On the Action Toolbar, click Edit.
Edit button
Selected listing
3. In the Edit Photo dialogue box, click Crop. The system displays the
optimum size for the photo by highlighting that portion of the
picture. The area outside, which appears greyed out, will be
cropped.
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Crop
Highlighted portion
Greyed out portion
4. Modify what portion of the picture is to be cropped by dragging the
highlighted portion to the left or right (up or down, depending on the
size of the original photo).
5. Click Apply to complete the crop action.
6. Click Save. The photo reappears in the photo work area. The
asterisk will have been removed and the photo resized.
Asterisk removed
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Editing a photo
Use the Edit photo option to enhance a listing’s photos. You can
darken, brighten, change contrast, rotate, delete, resize and crop
photos. Use the navigation arrows, Previous and Next to move
between photos.
To edit a photo:
1. Click in the check box to select the photo.
2. On the Action Toolbar, click Edit. The Edit Photo dialogue box
opens.
Cancel
Save
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3. On the Edit Photo Action Toolbar, click the desired action.
4. To change the brightness:
a. In the Edit Photo dialogue box click Darken or Brighten one
time and review the results.
b. If additional correction is required, repeat step 1 above, as
needed.
5. To change the Contrast:
a. Click “- Contrast” to decrease the contrast between the
photos light and dark colours.
b. Click “+ Contrast” to increase the contrast between the
photos light and dark colours.
TIP: Avoid over-correction by clicking the button once and reviewing the
results before repeating.
6. To rotate the selected photo:
a. There are two rotate buttons on the Action Toolbar. Click the
desired direction to rotate the photo clockwise or counterclockwise.
NOTE: To Crop a photo, see “Correcting photos with an asterisk” on
page 59.
7. Click Save at the bottom of the Edit Photo dialogue box.
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Deleting a photo
To delete a photo:
1. Click in the check box to select the photo.
2. Click Delete on the Action Toolbar.
3. Click Save at the bottom of the dialogue box.
NOTE: The system saves changes automatically in the photos work area.
Changing the order of the photos
To move a photo:
1. Click and drag the photo you wish to move to its desired position.
2. Release the mouse button to drop the photo at the new location.
3. Drag and drop additional photos as needed.
Completing the Attachments section
Using the Attachments feature, listing documents such as Floor Plans,
Seller Property Information Statements, Financials, Feature Sheets,
Environmentals, Schedules, Disclosures and Other Property
Information can be attached to a listing. For Listing Salespeople, the
repetitive task of faxing additional documents to inquiring Salespeople
will be eliminated by uploading them right into Stratus Add/Edit.
TIP: The file types that can be uploaded include PDF, JPG, PNG, GIF (nonanimated), Microsoft Word Documents (DOC or DOCX), RTF, or TXT. PDF
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Schedules should not come from WEBForms™ as they could be altered by
other Salespeople.
Each document has a maximum size limit of 750KB. Files that are
larger than that will not upload properly.
NOTE: The Fax Attachments feature has been discontinued.
At the Attachments section of the Listing Detail Edit form, you can
upload up to eight attachments and preview, describe, and delete them.
To attach documents to the listing:
1. In the Attachments section, click Upload.
Upload
Attachments
2. In the Upload Attachments dialogue box, click Browse.
Browse
3. In the Select Files to Upload dialogue box, hold down the control
key on the keyboard and click on the desired files to attach.
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Chapter 4: Adding a Listing
4. Click Open.
5. In the Upload Attachments dialogue box click on the Description
drop-down menu for each attachment.
Description DropDown menu
6. Click on the desired description.
7. When finished with all the attachments, click Upload.
8. To view one of the attachments, double-click the icon in the
attachments gallery.
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Delete
Check box
Attachments Gallery
9. To delete an attachment, click in the check box to select it, then click
Delete on the Action Toolbar.
Completing the Map Section
At the Map section of the listing detail edit form, you can add or
change latitude and longitude values for a listed property. You can use
the map controls to locate the listing or you can use Locate by Address.
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Chapter 4: Adding a Listing
Locate By Address
Map Controls
To Locate By Address:
1. Click Locate By Address on the Action bar.
2. In the Enter the address field, ensure that the correct address,
abbreviation, area, municipality, and province (ON for Ontario) is
entered.
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3. Click OK. The marker on the map moves to the correct location.
NOTE: The system saves changes automatically in the map work area.
You may also move the listing marker on the map to change your
location. Move and zoom your way to the correct location. You can
locate the desired location using Road or Aerial view. To change the
map location, hold down the Control key while you click the desired
location on the map. The listing map marker will move to the desired
location.
Instructions
Listing map marker
NOTE: The system saves changes automatically in the Map work area.
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Chapter 4: Adding a Listing
Editing a Draft
Edit Draft may be used if you wish to enter a listing prior to the
Commencement Date. You will not be able to submit the listing until
the Commencement Date, but you can access it from Drafts for 30
calendar days from the date it was first saved. If the entry process of a
listing is disrupted (time-out, power failure), it will be automatically
saved as a draft.
To edit a saved draft:
1. At the top of the Add/Edit home page, click the Drafts tab.
Add/Edit Home Page
Drafts
2. From the list of drafts, click the desired draft.
List of Drafts
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3. Click any section tab, then add or change the response at any field.
(For more information on how to complete each worksheet page, see
the appropriate section starting on page 27.)
TIP: If the draft is incomplete and you need to add information to it later, click
Save Draft. Stratus confirms that the draft is saved. Click OK. Stratus saves
your draft for 30 calendar days from the first time it is saved.
If the draft is accurate and complete, go to page 73 to learn how to
submit it.
Deleting a saved draft
To delete a saved draft:
1. At the top of the Add/Edit home page, click the Drafts tab.
2. Click to select the desired draft.
Select the Draft
3. With the draft selected, click Delete.
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Selected Draft
Delete
4. To confirm the deletion, click Delete.
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Chapter 4: Adding a Listing
Submitting the Listing
Before submitting the listing, ensure that the information is complete
and accurate by following the four-step error checking system below:
• Check that the address appears as on the signed contract.
• Check the list price and taxes, ensuring that there are not too many
zeros. Compare these numbers to the signed contract.
• Check that the room dimensions are correct.
• Check for any typing errors in the Remarks sections.
To submit the listing once the Listing Detail Edit Form is accurate and
complete:
1. At the bottom of the form, below the Map Section, click Submit.
2. If there are errors, such as required fields being left blank, the fields
will be listed in red in the order in which they appear starting from
the beginning of the Listing Detail Edit Form to the end. Click the
first red error message to go to that field.
List of errors
3. Enter the correct information into each field, then press tab.
4. In each Section, click into the fields with red labels (those with
errors) and enter the correct or required information.
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5. Ensure that all fields are completed or corrected and that all red
error messages are removed; then, at the bottom of the Edit Form,
click Submit. The Confirm Street Address dialogue box appears.
6. Click OK to confirm the address. Click Cancel to edit the address.
The Add/Edit Complete dialogue box appears.
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The Add/Edit Complete dialogue box offers the opportunity to edit or
add to the sections that were in the Listing Detail Edit Form, such as
the Photos and Attachments options. Click on Virtual Tours to order a
virtual tour or extra photos.
To order virtual tours:
1. Select Virtual Tours, then click Continue. The Virtual Tours
dialogue box opens.
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Chapter 4: Adding a Listing
2. Select Members Plus to view a list of vendors providing virtual
tour services.
To finalize the listing from the Add/Edit Complete dialogue box
follow these steps:
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Listing Detail View
Continue
Exit
1. Select Listing Detail View, then click Continue.
2. Print the listing, if desired.
3. Record the MLS® listing number, if desired.
You have successfully submitted the listing.
NOTE: Ontario Regulation 579/05 made under the Real Estate and Business
Brokers Act, 2002 in the section regarding Educational Requirements,
Insurance, Records, and Other Matters with respect to the Retention time for
records states that “A brokerage shall retain for at least six years all
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Chapter 4: Adding a Listing
documents and records that it is required to make under the Act or the
regulations.”
Summary
After completing the material in this chapter, you should be able to:
•
•
•
•
•
•
•
•
•
•
•
•
•
access the Listing Detail Edit Form sections
complete the Location section
complete the Amounts/Dates section
complete the Exterior section
complete the Interior section
complete the Rooms/Details section
complete the Comments section
complete the Other section
complete the Photos section
complete the Attachments section
complete the Map section
edit a saved draft
submit the listing.
Now that you know how to add a listing to the database, you are ready
to go to the next chapter, which describes how to clone a listing.
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Chapter 5
Cloning an Existing
Listing
Chapter 5: Cloning an Existing Listing
If a property was previously listed, it can be cloned. Cloning allows
you to avoid retyping unchanged property information from a previous
listing. Both available and unavailable listings can be cloned.
Stratus copies information from the existing listing to the Listing Detail
Edit form for the new listing. Carefully review all copied fields,
changing information where appropriate. Add/Edit in Stratus does not
copy listing-specific fields (such as List Price, Contract Date, Expiry
Date, Listing Brokerage and Salesperson, etc.).
To clone a listing:
1. From the Stratus home page, click Add/Edit. The Add/Edit landing
page appears.
2. On the Top Tab Menu, click Clone Listing.
Clone Listing
3. In the MLS# field, enter the MLS# of the existing listing, then click
Open.
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Chapter 5: Cloning an Existing Listing
MLS#
4. The listing will display. Confirm that it is the desired listing, then
click Continue.
5. Stratus creates a new Listing Detail Edit form with data filled from
the existing listing. Review entries on all sections and make
required changes. (For information on each type of section, see
page 7.)
6. Enter data into empty fields.
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7. If the Edit form is incomplete and you need to add information to it
in the future, click Save Draft.
NOTE: Many changes to Stratus have been made since its initial release.
Listings from the past may not completely reflect the nature of the property
due to old fields disappearing and being amalgamated into others. Always
review the listing before submitting to guarantee its accuracy and that it
describes the property correctly.
TIP: Stratus saves your draft up to 30 days.
NOTE: Before proceeding to the next step, you should check all fields for
possible errors. Here are some suggestions on error checking:
•
Are all prices and addresses (e.g., unit number), the same as in the new
listing contract?
•
Is the legal description correct?
• Are the dimensions of all rooms correct? Consider that the room
dimensions could have changed since the last time the property was
listed, or that they were previously entered incorrectly. Compare the room
dimensions with those in the new data sheets.
•
Look for any possible differences between the listing you are cloning and
the listing for which you now have a signed contract. If you miss any
important difference, you may be held legally responsible.
8. When the Edit form is accurate and complete, click Submit.
9. If desired, record the listing number.
You have successfully cloned an existing listing.
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Chapter 5: Cloning an Existing Listing
Summary
After completing the material in this chapter, you should be able to
clone an existing listing. Now that you know how to clone listings, you
are ready to go to the next chapter on how to edit a listing.
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Chapter 6
Editing a Listing
Chapter 6: Editing a Listing
Accessing Edit Listing Details
Use Edit Listing to make corrections or update remarks in a listing. Use
Edit Listing to:
• make a Price Change or Extension;
• modify or add text to the Remarks or Extras fields, or add an Open
House; or
• change the listing's property characteristics (e.g., Basement features,
Room descriptions).
Editing and managing document attachments as well as editing photos
can be done in Stratus. You may also use the Map Section to edit the
listing’s map location. Please note, however, that MLS® Rules prevent
the editing of some fields (Street #, Street Name, Street Abbreviation,
Street Direction, Apt/Unit, Contract Date, and Listing Brokerage).
MLS® RULES & POLICIES: If you would like to suppress an edit (such as
a price correction) from appearing in the Listing’s History while it is still active,
you may request a special edit by the MLS Processing Department. For a
copy of this form, please see “Active MLS® listing that requires special edit by
MLS® processing” on page 124.
Furthermore, when you change a price or extend a listing, remember that the
Form 240 Amendment to Listing Agreement on page 125, signed by the
Seller, must go on file with the listing.
MLS® RULES & POLICIES: As of September 1, 2014, any requests for
changes to Listings by a Listing Brokerage, after seven (7) business days
from the date the property has been reported sold firm or expired, a fee of $50
plus applicable taxes will be charged for each MLS® Listing Number that
requires the change. The exceptions to this Policy would be changes to the
initial sold price or a change to the Closing Date. Please understand that it will
be the Listing Brokerage that will be invoiced for these changes. For a copy of
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Chapter 6: Editing a Listing
the necessary form, please see “Change/Correction to MLS® Listing that has
been reported Sold” on page 126.
Reruns occur in the following three ways:
a. Modifying mandatory fields: Any changes to mandatory
fields will appear in the Notice Pages search and result in a
transaction record in the listing’s history.
b. Modifying non-mandatory fields: Any changes to nonmandatory fields will appear in the Notice Pages search and
result in a transaction record in the listing’s history.
c. No modifications: If you don’t make any field change, the
transaction will appear in the listing’s history.
Editing a Listing
NOTE: Once you click Submit, changes are being processed and clicking
the browser’s BACK button will not undo the changes and can create errors
in the data. If you have submitted an edited listing and then wish to go back to
make changes, do NOT use the browser BACK button. Instead, access the
listing again in the Edit Listing tab from the Add/Edit Top Tab menu. Enter
the MLS# and make your corrections or additions to the edited listing.
TIP: You can edit a listing through the Add/Edit feature as described below or
by clicking the Edit button when viewing a listing’s details. If you use the Edit
button, go directly to step 5.
To edit a listing:
1. On the Left Side Panel, click Add/Edit. The Add/Edit landing page
appears.
2. In the Tab menu, click Edit Listing.
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3. The Edit Listing dialogue box appears.
4. Enter the MLS#, then click Open.
MLS #
Open
Edit Listing Details
5. Stratus displays identifying information for the listing. If it is the
correct listing to edit, click Edit Listing Details. If you wish to
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Manage Photos, Attachments or Map Location, select the desired
option.
6. Stratus displays the listing’s Edit form. Click any section tab, then
add or edit data in any field. Repeat as required.
MLS® RULES & POLICIES: You cannot edit all mandatory fields in Add/
Edit; for example, property address and contract date cannot be altered. If
the property address needs to be changed, you must contact the MLS®
department for further instructions.
MLS® RULES & POLICIES: To change Contract or Expiry Dates, Listing
or Original Price, or the Status of a listing, use the Active MLS® Listing That
Requires Special Edit By MLS® Processing form signed by the Broker of
Record/Manager. For copy of this form, please see “Active MLS® listing that
requires special edit by MLS® processing” on page 124.
7. When you are finished, click Submit.
Summary
After completing the material in this chapter, you should be able to edit
a listing. Now that you know how to edit a listing, you are ready to
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learn about changing a listing’s status, which is covered in the next
chapter.
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Chapter 7
Changing a Listing’s
Status
Chapter 7: Changing a Listing’s Status
Accessing Status/Price Change
Use Status/Price Change to change a listing’s contract status. Stratus
tracks status changes in History. (To learn how to access the History,
see “Using History” on page 105.)
Use Status Change for:
•
•
•
•
•
•
•
•
Price Change
Sold Conditional
Leased Conditional
Sold
Leased
New (after a deal has fallen through)
Suspended
Terminated.
NOTE: Terminations may be made in your office by the Broker of Record/
Manager or Administrator only. The Termination/Cancellation form, fully
signed by the Seller and Broker/Manager must be kept on file. Otherwise, the
Termination/Cancellation form may be faxed to the MLS® Department at
TREB for processing.
NOTE: The requisite Forms signed by the Seller for suspensions,
cancellations, conditional and firm sales must all go on file with all the listing
contracts and forms. As stated in REBBA 2002, “A brokerage shall retain
for at least six years all documents and records that it is required to
make under the Act or the regulations.” This documentation is to be made
available to TREB on demand (R-305, of MLS® Rules and Policies).
RULES AND POLICIES NOTE: R-610 states that “The sale, lease or sublease of a residential or commercial MLS Listing shall be reported by the
Listing Brokerage through the MLS System, whether conditional or firm, to
TREB within two (2) TREB business days following acceptance of an Offer.
Reporting by the Listing Brokerage of a commercial sale/lease price shall
contain the unit of measurement in which the original listing was posted. All
changes in the status of a previously Reported conditional sale shall be
Reported to TREB within two (2) TREB business days of the change.
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(a) The residential sale price shall be Reported to TREB within two (2) TREB
business days of either:
(i) Reporting of a firm transaction; or
(ii) removal of all condition(s)
(b) A commercial sale price shall be Reported either:
(i) at the time of Reporting a firm transaction; or
(ii) at the same time as Reporting a firm transaction, and request that the
price be suppressed until
after closing; or
(iii) within five (5) TREB business days of closing of the transaction.
MLS® RULES & POLICIES: R-306 states that “A Member submitting an
MLS® Listing or Cancellation or a suspension of an MLS® Listing to TREB’s
MLS® System represents and warrants to TREB that the Member had been
so authorized by the person legally entitled to sell the property and agrees to
indemnify and hold TREB harmless from all claims of third parties if this is not
the case.”
Furthermore, R-381 states that “The Listing Brokerage shall update TREB’s
MLS® System within two (2) TREB business days following Cancellation or
suspension of an MLS® Listing Agreement.”
Performing a Basic Status Change
To perform a status change:
1. On the Left Side Panel of Stratus, click Add/Edit.
2. Click Edit Listing.
3. In the MLS# field, enter the MLS# of the existing listing, then click
Open.
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MLS #
Status/Price
Change
4. Review displayed information to ensure that the correct property
displays.
5. Click on the Status/Price Change option.
NOTE: If you change the price or extend the listing with this option, you must
have the Amendment To Listing Agreement Form 240 signed by the Seller.
Place this signed form on file with the other documents and records that are
required. For a copy of Form 240, see “Amendment to Listing Agreement Form 240” on page 125.
Performing a Residential Sold Conditional Change
The following example shows the status of a residential listing being
changed to Sold Conditional.
1. From the New Status drop-down list, select the new status. In our
example, we chose Sold Conditional.
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New Status drop-down
2. Complete the required fields (all fields with a blue asterisk).
NOTE: The condition in the Condition field is optional.
3. Complete any other fields as required.
4. Click Submit.
MLS® RULES & POLICIES: R-345 states that “MLS® Listings appearing
on TREB’s MLS® System shall be immediately available (subject to
applicable legislation, the rights of and reasonable accommodation to the
occupancy) for showings, inspections and registration of Offers.
In the event an existing listing becomes unavailable for showings, inspections
or registrations of Offers, the listing shall be suspended. While under
suspension, a record of all requests by Co-operating Brokerages for
showings, inspections, and registrations of Offers hall be kept by the Listing
Brokerage. Upon the Seller rescinding the suspension, the Listing Brokerage
shall immediately notify all Co-operating Brokerages who have requested
showings, inspections or registration of Offers.”
To make a price change:
1. On the Left Side Panel of Stratus, click Add/Edit.
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2. Click Edit Listing.
3. In the MLS# field, enter the MLS# of the existing listing, then click
Open.
4. Click on the same option Status/Price Change.
5. Click the Price Change tab and enter the new price into the New
List Price field.
6. Click Submit.
Performing a Residential Sold Status Change
NOTE: Sold Date field on the MLS System refers to the date as to when the
property becomes unavailable. Some scenarios include a) In the event of a
Firm Offer (when there is no condition(s) on the Offer at all), the Sold Date
would be the date the Offer was accepted by the Seller, or b) In the event of a
Conditional Offer, the Sold Date would be the date as to when the condition(s)
on the Offer was removed/waived.
Performing a Commercial Leased Status Change
The following example shows the status of a commercial listing being
changed to Leased.
1. From the drop-down list, select the new status. In our example, we
chose Leased.
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NOTE: To report residential listings sold, follow the same steps. You will not
have the options to “not disclose” with residential listings.
2. Complete the required fields (all fields with a blue asterisk).
NOTE: When reporting solds for Commercial listings, you have three
choices with regard to reporting the sold price. You can:
•
•
•
report the sold price now
enter the sold price but suppress it on the system until the closing date
defer entering the sold price until the closing date by entering a “0” (zero)
in the Sold Price field. In this case, the sold price must be reported within
5 TREB business days of closing of the transaction.
3. Complete the required fields (all fields with a blue asterisk).
TIP: When reporting residential or commercial listings as sold, if the Cooperating Broker is not a TREB Member, click in the Co-Operating Firm field,
type “non-treb”, then press your Tab key. All following fields will be
automatically filled correctly.
4. Complete any other fields as desired.
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5. Click Submit.
You have successfully changed a residential or commercial listing’s
status to sold. Refer to Chapter 8 for information on how to verify
changes made to a listing.
Summary
After completing the material in this chapter, you should be able to
change a listing’s status. Now that you know how to change status, you
are ready to learn how to verify changes that you made to a listing,
which is covered in the next chapter.
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Chapter 8
Verifying Changes
Made to a Listing
Chapter 8: Verifying Changes Made to a Listing
You can verify changes made in Edit Listing or Status Change by
looking at the listing’s history. The quickest way to locate the history is
by using the MLS# Search. The history can also be found by clicking
the History button found on the Action Toolbar in any search results
list or in detail view of a listing.
Using History
You can use History to verify Status changes, such as a Conditional
Sale or a Firm Sale. There is no confirmation number given in the Add/
Edit system when these important transactions are reported. Therefore,
the confirmation is the printed History report, which includes all
transactions that have been made to the listing. Place the printed
transaction report in the file with any contracts for the listing.
To look up a listing’s history:
1. On the Left Side Panel, click Search.
MLS# Search
Type MLS#
here
View History
2. Click the MLS# Search tab.
3. In the text area, type the MLS# of the listing to be verified.
4. Click View History.
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The listing displays as it appeared the first day in the system. Below
the listing, is a complete list of every transaction for that listing
contract. Transactions include any change made to a listing done
through the Edit Listing or Change Status functions of Add/Edit.
Print
Listing, first day on
market
History
5. To print the listing’s history, click Print on the Action Toolbar.
6. In the Print dialogue box, select a printer and then click Print.
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You have successfully searched for listing’s history and printed the
report.
Summary
After completing the material in this chapter, you should be able to
check the History of a listing. Now that you know how to verify
changes made to a listing, you are ready to learn how to search
Brokerage listings, which is covered in the next chapter.
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Chapter 8: Verifying Changes Made to a Listing
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Chapter 9
Searching for
Brokerage Listings
Chapter 9: Searching for Brokerage Listings
Initiating the search
There is a convenient and easy way to use search to find listings held
by your Brokerage: My Brokerage’s History. This Pre-Defined search
is programmed to show you your Brokerage’s current and past listings
back a maximum of two years for residential listings and four years for
commercial listings.
To search My Brokerage’s History:
7. From the search screen in Stratus, click Pre-Defined Searches. A
scrollable list of Pre-Defined searches appears.
Pre-Defined
My Brokerage’s History
8. In the list of searches, select My Brokerage’s History.
9. In Class, Availability, or Sale or Lease, make the desired selections.
10.Click Continue. The My Brokerage’s History search form appears.
11.In the form, select the Area, Municipalities, or Communities in
which to search.
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Chapter 9: Searching for Brokerage Listings
TIP: Use the Ctrl key to select more than one Municipality or Community.
12.If you want to limit your results to a particular class, select one or
more items for Class, as in the example below.
NOTE: Remember that any search is limited to 200 results. You may require
several searches to get a complete list of all of the Brokerage’s history.
13.If you want to limit your results based on status, select one or more
items from Status.
14.You may want to search by either List or Sold Price. Doing so
would help to eliminate leases if you don’t want to view them.
15.Since you will see two years of data (four for commercial), it is
advisable to control your results by selecting a date range. You may
choose from Contract Date, Sold Date, or List Date.
16.Click Submit. The listing results appear.
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Modifying your search criteria
To modify your search criteria:
1. At the top of the one-line summary screen, click the Revise Criteria
button.
Revise Criteria
2. Revise your criteria as desired and resubmit the search.
Narrowing the Search Results List
You can select specific listings from the Search Results to display as a
subset.
To narrow the Search Results List:
1. At the Search Results List, check the box next to the sequence
number for each listing you want to include in the narrowed Search
Results List.
2. On the Action Toolbar, click the Narrow button. The listings you
checked display in a new list.
You have successfully narrowed your search results. To sort the results,
go to the next section.
Notes
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Chapter 9: Searching for Brokerage Listings
Sorting Search Results
Stratus displays the listings found by your search in a simple one-line
format. You can sort the list by any column, for example, by Style.
You can also perform a multi-level sort by several columns, e.g., by
List Brokerage; within List Brokerage by Contract Date; within
Contract Date by List Price. You can sort in either ascending
(increasing) order (a to z), or in descending (decreasing) order (z to a).
Sorting by a single column
To sort by any single column:
1. Click any column heading to sort it in ascending order and click it
again to sort in descending order.
Now that you know how to sort by a single column, go to the next
section to sort by multiple columns.
Sorting by multiple columns
You can sort by several columns in sequence of selection. The first sort
is the broadest category, within which the other columns are sorted.
The second sort is the next-broadest category, within which the next
category is sorted.
To sort by multiple columns:
1. Click the column header of the first column that represents the
broadest category of interest. Then click again to choose
Increasing or Decreasing order.
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2. Hold down the control key on your keyboard, then click on the
column that represents the next-broadest category of interest. Click
again to choose Increasing or Decreasing order.
3. Continue holding down the control key and click on the next desired
column to choose the next narrower category you want to sort by.
Repeat the click to choose Increasing or Decreasing order.
4. The selected column headers will be highlighted. In the following
example, results are sorted first by Community, then by Style, and
finally by Price.
You have successfully sorted your Search Results List. To print your
Search Results, go to the next section.
Printing Search Results
After you view the search results list, you may want to print it, or print
the list after sorting it.
Notes
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To print the Search Results List:
1. On the Action Toolbar, click Print.
Print
2. In the Print Options dialogue box, select your preferences of List
Rows or Detail Views, For All or Selected listings, and Also
Include Criteria.
3. Click Print, and the Print dialogue box appears.
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4. In the Orientation section of the Print dialogue box, select Auto
portrait/landscape; or if not available, select Landscape.
Orientation
You have successfully printed the Search Results List.
Summary
After completing the material in this chapter, you should be able to
search for Brokerage listings and work with the Search Results list.
Notes
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Appendix A
Data Integrity Service (DIS)
Members may make verifiable complaints regarding MLS® Listings by
e-mail to [email protected] or to a facsimile hotline number at
416-386-0281.
In contrast to making a formal Professional Standards complaint, this
process for requesting corrections to MLS® listings provide an easier
opportunity for all Members to contribute to the integrity of the MLS®
System and receive more immediate results.
The MLS® Rules were revised effective January 1st, 2006 and the DIS
program has been expanded to reflect them (this would include
available and unavailable listings).
DIS concerns are specific to infractions to the following MLS® rules.
1) When the MLS® Listing contains information that does not pertain
to the property or that promotes goods or services
R-105
Information published on TREB’s MLS® System shall relate directly
to the listed real estate and the MLS® Listing Agreement, and
accordingly shall not include any information that promotes goods and
services, provided that the Brokerage Remarks field may include the
name, address, telephone and/or facsimile number and/or e-mail
address (but not a link to that e-mail address) of Member(s) to be
contacted for more information concerning the property.
2) When Virtual Tours contain any identifying information of the
Brokerage/Broker/Salesperson or the third parties or internet links that
does not relate directly to the property
R-106
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Information published on TREB’s MLS® System and Virtual Tour
shall contain information pertaining to the property to which the MLS®
Listing Agreement pertains and shall not include:
(a) any internet links, e-mail links or references to any internet links; or
(b) any information that promotes goods or services.
Furthermore, a Virtual Tour on TREB’s MLS® System shall not
include any information regarding any identification of the Listing
Brokerage, the Listing Broker/Salesperson or the Virtual Tour
Company. (Effective November 1, 2007)
3) When mandatory fields are not completed (e.g., taxes, maintenance
fees, lot sizes, legal descriptions)
R-304
(a) No Member shall submit an MLS® Listing to TREB’s MLS®
System that contravenes the TREB MLS® Rules or Policies and/or the
TREB By-Law. TREB may, in its sole discretion, deem any such
MLS® Listing to be invalid and either remove it from TREB’s MLS®
System or refuse to publish such MLS® Listing.
(b) Without limiting the generality of the foregoing and the other
provisions of the MLS® Rules or Policies, any such MLS® Listing
shall not be accepted by TREB as an MLS® Listing:
(i) if it excludes any Members from showing the property;
(ii) if it excludes any Members from acting as a Co-operating
Brokerage;
(iii) if it does not provide compensation to the Co-operating
Brokerage for the sale of the listed property;
(iv) if all Mandatory Fields have not been completed.
(c) If a submitted MLS® Listing is deemed invalid as hereinbefore
provided, TREB shall send notice to the Listing Brokerage who shall,
within two (2) TREB business days, remedy the information through a
Re-run, or process a Cancellation. On an “Incomplete” MLS® Listing
that requires changes to Mandatory Fields, the Listing Brokerage is
required to process a Re-run by the date specified in the notification to
the Member provided by TREB.
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4) When there is two or more MLS® Listings on the MLS® System for
the same trade from the same Seller for the same property
R-312
Only one MLS® Listing for any one Trade function signed by the same
Seller may be placed on TREB’s MLS® System at any one time.
5) When an MLS® Listing contains wordings such as: "No showings",
"Off the market", "No inspections", "No registration of Offers"
R-345
MLS® Listings appearing on TREB’s MLS® System shall be
immediately available (subject to applicable legislation, the rights of
and reasonable accommodation to the occupancy) for showings,
inspections and registration of Offers.
In the event an existing listing becomes unavailable for showings,
inspections or registration of Offers, the listing shall be suspended.
While under suspension a record of all requests by Co-operating
Brokerages for showings, inspections and registration of Offers shall be
kept by the Listing Brokerage.
Upon the Seller rescinding the suspension the Listing Brokerage shall
immediately notify all Co-operating Brokerages who have requested
showings, inspections or registration of Offers.
(Effective May 12, 2008)
6) When the Sellers' Name(s) is not disclosed on the MLS® System
R-360
MLS® Listings on TREB’s MLS® System shall contain all
information necessary for preparing an Offer for Sale, Lease or SubLease.
7) When an MLS® Listing is designated as an "Office" Listing
R-370
Where an MLS® Listing is designated as an “Office” listing in the
Listing Salesperson field, the Broker of Record/Manager’s name or the
name of a Member who is familiar with the property shall also appear
after the word “Office”.
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8) When wordings or other embellishments not related to the property
appear on the photograph
R-385
Photographs or other graphic images of a property, with wording or
other embellishments not related to the property, shall not be accepted
for an MLS® Listing to be serviced through TREB’s MLS® System.
9) When taxes are inputted and they are not the current or prior year's
annual taxes
R-390
Where realty taxes are required to appear on TREB’s MLS® System,
the amount to be shown shall be the current year’s annual taxes or if not
available the prior year’s annual taxes.
10) When the sold conditional date has expired and the status has not
been updated
R-610
The sale, lease or sub-lease of a residential or commercial MLS®
Listing shall be reported by the Listing Brokerage through TREB's
MLS® System, whether conditional or firm, to TREB within two (2)
TREB business days following acceptance of an Offer.
Reporting by the Listing Brokerage of a commercial sale/lease price
shall contain the unit of measurement in which the original listing was
posted. All changes in the status of a previously Reported conditional
sale shall be Reported to TREB within two (2) TREB business days of
the change.
(a) The residential sale price shall be Reported to TREB within two (2)
TREB business days of either:
(i) Reporting of a firm transaction; or
(ii) removal of all condition(s)
(b) A commercial sale price shall be Reported either:
(i) at the time of Reporting a firm transaction; or
(ii) at the same time as Reporting a firm transaction, and request that
the price be suppressed until after closing; or
(iii) within five (5) TREB business days of closing of the
transaction.
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11) When there is no commission offered to a Co-operating Brokerage
R-100
The MLS® Rules and Policies shall be interpreted in accordance with
RECO Rules, the CREA Rules, and all applicable laws and regulatory
requirements.
If any MLS® Rules or Policies or CREA Rules conflict with the RECO
Rules or any applicable laws or regulatory requirements, the conflicting
MLS® Rules or Policies or CREA Rules will be considered inoperative
to the extent of such conflict.
CREA Rule 17.1.1.3:
Compensation to Co-operating Broker
The listing REALTOR® agrees to pay to the co-operating (i.e.
selling) REALTOR® compensation for the co-operative selling of
the property. An offer of compensation of zero is not acceptable.
If there appears to be a possible violation of the above MLS® Rules in
an MLS® Listing, a notification letter and a copy of the MLS® Listing
will be faxed to the Broker of Record, Manager(s) and Salesperson(s)/
Broker(s). The notification letter will contain suggested remedial
action(s) and the MLS® Listing concerned has to be in compliance
within (2) TREB business days.
If the MLS® Listing is not in compliance within two (2) TREB business
days of the notification, a complaint will be forwarded to the
Professional Standards Department for further action.
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Active MLS® listing that requires special edit by MLS® processing
124
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Amendment to Listing Agreement - Form 240
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Change/Correction to MLS® Listing that has been reported Sold
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Index
A
Add Listing 25
Add/Edit privileges 13
Adding a listing 26
Additional Pictures URL 48
Alt Feat Sheet URL 48
Amounts/Dates section 31
Attachments section 64
B
Back button and errors 88
Brokerage search
modifying criteria 113
narrowing results 113
printing 115
sorting 114
starting 111
C
Clone listing 81
Comments section 42
Commercial sales 99
Concessions, entering as street name 28
Conditional sales 97
Contract date 32
D
Definitions of fields 27
Deleting a saved draft 71
E
Edit listing 88
Editing a Draft 70
Editing a photo 62
Exterior section 34
F
Fields
definitions 27
File Types - Attachments 64
H
History search 105
L
Listing, adding new 26
Locate By Address 68
Location section 27
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Lots, entering as street number 28
M
Mandatory fields 27
Map Location 48
Map Section 67
MapArt coordinates, autofilling 29
Mortgage 33
My Brokerage’s History search
modifying criteria 113
narrowing results 113
printing 115
sorting 114
starting 111
N
New listing 26
New status 25
O
Other section 44
P
Photos Section 49
Postal code, entering 29
Practice loading listings using training mode 18
Price format 31
R
Room size unit of measurement 41
Rooms/Details section 40
S
Sales Brochure URL 47
Save Draft 31
Save worksheet 31
Sound Bite URL 48
Status change 96
Street abbreviation, using N/A 29
Street names
concession streets 28
entering 28
using the street dictionary 28
Submitting the listing 73
T
Taxes 32
Termination 95
Training mode 18
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U
Uploading Photos 55
V
Virtual tours
Virtual Tour URL 47
Z
Zoning Field Commercial Listings 30
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